"Next Activity Details" as a column on Deals List view?
Is it possible to have "next activity details" as a column on the Deals List view?
Use case: Every deal has a next activity which includes 1) a description ("Call Bill to schedule Q3 meeting", 2) a type (phone, email, etc) and 3) a due date.
Currently on the Deal List view page we can only select the due date as a column. We would like to have the description as a field that can be given it's own column. That way, in a pipeline review the manager and sales rep could just go down the list on one screen (or one XLS exported file) and see current status and next steps of each deal.
Is that possible?
Comments
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You can do it the other way around.
Look at all this information from the Activities tab.
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Amit Sarda said:
You can do it the other way around.
Look at all this information from the Activities tab.
OK, interesting approach. It's good to know that "Subject" is a searchable field under activities - if that could be accessed under the Deals tab as well my life would be much easier!
The only downside to accessing from Activities is that screen is that we've already set up a lot of specific filters under the Deals (and change them from time to time); we'd need to recreate all of them under Activities and make sure that they're kept updated.
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Revisited this, and the Activities tab definitely isn't working.... we need to list active deals with "last step" and "next step" for managers to review.... This needs to be on the Deals tab to work properly.
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